Bergan Kdv Wealth Management, LLC Xtrackers Usd High Yield Corp Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Xtrackers Usd High Yield Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 10,926 shares of HYLB stock, worth $385,250. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,926
Previous 11,018
0.83%
Holding current value
$385,250
Previous $382,000
1.57%
% of portfolio
0.04%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding HYLB
# of Institutions
224Shares Held
85.8MCall Options Held
100Put Options Held
2.7K-
Next Capital Advisers, Inc.11.4MShares$402 Million7.46% of portfolio
-
Goldman Sachs Group Inc New York, NY10.5MShares$370 Million0.07% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA7.47MShares$263 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA6.13MShares$216 Million0.05% of portfolio
-
Voya Investment Management LLC Atlanta, GA4.19MShares$148 Million0.17% of portfolio